2C
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272 Capital LP13F | |
| 272 Capital LP | |
| Last update 2026-02-17 | 1 Stocks (0 new) |
| Value $40.00 Mil | Turnover 0 % |
272 Capital LP Top Holdings of 2025-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLD | Applied Digital Corp | 1,631,453 | 40,003.2 | 0% | 100.000 | 0% | 0.580 | +44.34% | +67.01% | 11,702.3 | Software | |
SQNS | Sequans Communications SA | 0 | 0 | Sold Out | 0.000 | -3.97% | 0.000 | +5.33% | -29.62% | 47.3 | Semiconductors | |
KEEL | Bitfarms Ltd | 0 | 0 | Sold Out | 0.000 | -0.75% | 0.000 | +165.16% | +149.36% | 3,516.1 | Software | |
RSVRW | Reservoir Media Inc | 0 | 0 | Sold Out | 0.000 | -0.03% | - | 0% | - | 0 | Media - Diversified | |
MSAIW | MultiSensor AI Holdings Inc | 0 | 0 | Sold Out | 0.000 | -0.01% | - | 0% | - | 0 | Hardware |
272 Capital LP's Historical Top Holdings Breakdowns
272 Capital LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SQNS | Sequans Communications SA | 2025-12-31 | Sold Out Sold Out | -3.97% | 4.49 ($6.65) 9.99 | $3.16 | -52.48% | Sold Out | 0 | -164,858 | |
KEEL | Bitfarms Ltd | 2025-12-31 | Sold Out Sold Out | -0.75% | 2.27 ($3.43) 6.47 | $5.86 | 70.85% | Sold Out | 0 | -105,055 | |
SQNS | Sequans Communications SA | 2025-09-30 | Reduce Reduce | -13.78% | 7.85 ($15.31) 53.9 | $3.16 | -79.36% | Reduce -58.08% | 164,858 | -228,440 | |
CXM | Sprinklr Inc | 2025-09-30 | Sold Out Sold Out | -4.85% | 7.71 ($8.43) 9.35 | $4.91 | -41.76% | Sold Out | 0 | -139,657 | |
RSKD | Riskified Ltd | 2025-09-30 | Sold Out Sold Out | -1.24% | 4.16 ($4.92) 5.61 | $4.91 | -0.20% | Sold Out | 0 | -60,750 | |
TENB | Tenable Holdings Inc | 2025-09-30 | Sold Out Sold Out | -1.17% | 28.58 ($31.23) 35.46 | $27.46 | -12.07% | Sold Out | 0 | -8,434 | |
CDZI | Cadiz Inc | 2025-09-30 | Sold Out Sold Out | -1.10% | 2.9 ($3.49) 4.75 | $3.65 | 4.58% | Sold Out | 0 | -89,936 | |
FIVN | Five9 Inc | 2025-06-30 | Sold Out Sold Out | -5.73% | 21.54 ($26.04) 29.56 | $19.51 | -25.08% | Sold Out | 0 | -80,000 | |
CDZI | Cadiz Inc | 2025-06-30 | Reduce Reduce | -4.61% | 2.37 ($2.87) 3.25 | $3.65 | 27.18% | Reduce -86.9% | 89,936 | -596,802 | |
RPD | Rapid7 Inc | 2025-06-30 | Sold Out Sold Out | -4.55% | 21.9 ($23.75) 27.44 | $7.07 | -70.23% | Sold Out | 0 | -65,000 |
272 Capital LP Total Holding History ($B)
272 Capital LP's Asset Allocation
272 Capital LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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272 Capital LP's Hypothetical Growth since 2025-12-31
272 Capital LP's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
272 Capital LP's Holdings Heat Map
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272 Capital LP's Holdings Bubble Chart
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